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Virtus InfraCap US Preferred Stock ETF
PFFA

107 hedge funds and large institutions have $153M invested in Virtus InfraCap US Preferred Stock ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $131M → $153M (+$22.4M)

8% more funds holding

Funds holding: 99 → 107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.85% less ownership

Funds ownership: 17.52% → 16.67% (-0.85%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
53
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
2
LPL Financial
LPL Financial
California
+$3.75M
3
SPIA
Steward Partners Investment Advisory
New York
+$3.24M
4
SMC
Smith, Moore & Co
Missouri
+$1.61M
5
BAM
Belpointe Asset Management
Nevada
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
SAM
Synergy Asset Management
Washington
-$9.73M
2
PWM
Peterson Wealth Management
Nevada
-$734K
3
AWA
Arete Wealth Advisors
Illinois
-$483K
4
AWM
AE Wealth Management
Kansas
-$419K
5
JFG
Jefferies Financial Group
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
51
NWF Advisory Services
California
$343K +$69K +3,304 +25%
BFA
52
Beacon Financial Advisory
Ohio
$300K -$21.5K -1,031 -7%
Truist Financial
53
Truist Financial
North Carolina
$288K – – –
HH
54
Hilltop Holdings
Texas
$281K -$31.3K -1,500 -10%
HVIA
55
Hudson Valley Investment Advisors
New York
$251K +$251K +12,000 New
TWM
56
Tradition Wealth Management
Minnesota
$241K -$21.2K -1,017 -8%
LSA
57
Lion Street Advisors
Texas
$220K – – –
BMCM
58
Bryn Mawr Capital Management
Pennsylvania
$217K +$216K +10,367 New
GWWM
59
Great Waters Wealth Management
Minnesota
$210K – – –
Comerica Bank
60
Comerica Bank
Texas
$209K +$204K +9,765 +5,008%
DADC
61
D.A. Davidson & Co
Montana
$208K -$24.9K -1,193 -11%
FFA
62
Founders Financial Alliance
North Carolina
$204K +$2.27K +109 +1%
NA
63
NewEdge Advisors
Louisiana
$173K -$13.9K -666 -7%
Morgan Stanley
64
Morgan Stanley
New York
$116K -$49K -2,348 -30%
PTC
65
Private Trust Company
Ohio
$116K +$919 +44 +0.8%
CAM
66
Creekmur Asset Management
Illinois
$112K -$241K -11,537 -68%
S
67
SignatureFD
Georgia
$101K +$19.9K +952 +25%
AA
68
AlphaMark Advisors
Kentucky
$100K +$4.07K +195 +4%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$98K +$63K +3,020 +182%
MA
70
Montag & Associates
Georgia
$84.9K – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$80.7K +$146 +7 +0.2%
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$80.6K – – –
PS
73
Principal Securities
Iowa
$75.5K +$3.76K +180 +5%
WB
74
Webster Bank
Connecticut
$72.7K – – –
Bank Julius Baer & Co
75
Bank Julius Baer & Co
Switzerland
$67K – – –
1 2
3
4 5

PFFA Hedge Fund Activity: Q1 2024 in Review

107 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Virtus InfraCap US Preferred Stock ETF (PFFA) for Q1 2024, worth a combined $153M — up 17% from $131M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PFFA positions and 8 closed out — a net gain of 8 holders — while 53 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.76M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $9.73M sold.

  • 107 institutional investors held Virtus InfraCap US Preferred Stock ETF (PFFA) as of Q1 2024, up from 99 in Q4 2023.
  • Funds reported $153M of Virtus InfraCap US Preferred Stock ETF stock for Q1 2024, up 17% quarter-over-quarter.
  • 16 funds opened new Virtus InfraCap US Preferred Stock ETF positions in Q1 2024 and 8 closed out, a net change of +8 holders.
  • The largest Virtus InfraCap US Preferred Stock ETF buyer in Q1 2024 was Royal Bank of Canada, an estimated $9.76M added.
  • The largest Virtus InfraCap US Preferred Stock ETF seller in Q1 2024 was Synergy Asset Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q1 2024.